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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.16% | | 5-Year Average Return: | 4.49% | | Number of Years Up: | 4 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.16% | |
Worst 1-Yr Total Return (2005): | 1.12% | |
Best 3-Yr Total Return (2006-8): | 3.82% | |
Worst 3-Yr Total Return (2005-7): | 3.52% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SRBOX | Category | Diff | Index* | Diff | | Year To Date | 10.16 | 13.54 | -3.38 | 6.24 | 3.92 | | 1-Month | 0.54 | 0.89 | -0.35 | 0.49 | 0.05 | | 3-Month | 2.74 | 4.14 | -1.4 | 2.60 | 0.14 | | 1-Year | 17.10 | 17.86 | -0.76 | 13.79 | 3.31 | | 3-Year | 6.18 | 4.54 | 1.64 | 6.35 | -0.17 | | 5-Year | 4.49 | 3.85 | 0.64 | 5.05 | -0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.80 | 13.81 | -5.01 | 7.06 | 1.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.87 | 6.49 | 2.38 | 7.94 | 0.93 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SRBOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.98 | -4.70 | 6.68 | | 2007 | | | 6.16 | 4.70 | 1.46 | | 2006 | | | 3.35 | 4.15 | -0.80 | | 2005 | | | 1.12 | 1.80 | -0.68 | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SRBOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.93 | 3.50 | 3.86 | N/A | | 2008 | 2.17 | -1.07 | -0.99 | 1.89 | | 2007 | 1.47 | -0.73 | 2.41 | 2.92 | | 2006 | -0.81 | -0.21 | 3.47 | 0.91 | | 2005 | -0.91 | 2.83 | -0.92 | 0.15 | | 2004 | N/A | N/A | N/A | 0.67 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 729 | 1122 | 64.97 | | 1-Month | 989 | 1164 | 84.97 | | 3-Month | 934 | 1154 | 80.94 | | 6-Month | 883 | 1133 | 77.93 | | 1-Year | 465 | 1113 | 41.78 | | 3-Year | 211 | 957 | 22.05 | | 5-Year | 271 | 845 | 32.07 |
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